Search results for WBD

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June 10, 2026

Warner Bros. Discovery, Inc. (WBD)

A $31 Cash Takeout Trading Below $27—What the Spread Is Telling You

Warner Bros Discovery offers a mid-to-high-teens gross return to a $31 cash takeout, backed by a buyer with unusually strong financial credibility–meanwhile the DOJ appears constructive; international approvals are accumulating; and the underlying business—particularly streami...

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May 23, 2026

TKO Group Holdings, Inc. (TKO)

A Contracted Cash Flow Compounder Hiding in a Wrestling Singlet

TKO reported Q1 2026 revenue of $1.60 billion (+26% year-over-year) and Adjusted EBITDA of $550 million (+32%), with management reaffirming full-year guidance of $5.68–$5.78 billion in revenue and $2.24–$2.29 billion in Adjusted EBITDA. An $800 million accelerated share repurc...

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